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Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The Greer Team

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

Latest Blog Posts

10 Ways to Grow Your RRSP

1 February, 2018

Most of us make time to have regular check-ups with our doctors, dentists, and other health-care professionals. We even bring our ... Read More

How Much Retirement Income is Enough

4 January, 2018

Many Canadians are either misinformed or working on the wrong set of assumptions when it comes to planning for their retirement ye... Read More

Navigating Life's Major Events

28 December, 2017

Financial planning can help you prepare for life’s major financial events. Creating a financial plan helps you set both short-term... Read More

A Prescription for Financial Health

14 December, 2017

Most of us make time to have regular check-ups with our doctors, dentists, and other health-care professionals. We even bring our ... Read More

 
  • Lyn Greer always considers your overall financial health and not only assists with investments but also budgeting, savings, and tax and estate planning. We trust Lyn implicitly to assist us with all financial decisions. I would recommend Lyn to anyone seeking a financial planner.

    - Ed Villamere
 
  • Thanks Greer Team! With patience, intuition, and gentleness, Lyn has coached me and helped me demystify my own finances, helping me to create a healthy attitude about money, its growth, and its ability to help me live out my dreams.

    - Amber Lin